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Williams-Sonoma shares owned by Valued Wealth Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Valued Wealth Advisors from 13F filings

Historical chart of Valued Wealth Advisors investment in Williams-Sonoma

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All positions including Williams-Sonoma held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams-Sonoma by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 52 197.12
2025-06-30 $8.2k 50 164.34
2025-03-31 $8.4k 53 158.55
2024-12-31 $9.8k 53 185.25
2024-09-30 $6.5k 42 154.95
2024-06-30 $9.6k 34 282.38
2024-03-31 $6.0k 19 317.58